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Berkshire Hathaway shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by SFMG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $691k 1 691180.00
2024-06-30 $612k 1 612241.00
2024-03-31 $634k 1 634440.00
2023-12-31 $543k 1 542625.00
2023-09-30 $532k 1 531477.00
2023-06-30 $518k 1 517810.00
2023-03-31 $466k 1 465600.00
2022-12-31 $469k 1 468711.00
2022-09-30 $399k 1 399000.00
2022-06-30 $409k 1 409000.00
2022-03-31 $529k 1 529000.00
2021-12-31 $451k 1 451000.00
2021-09-30 $411k 1 411000.00
2021-06-30 $419k 1 419000.00
2021-03-31 $386k 1 386000.00
2020-12-31 $348k 1 348000.00